OneStream Platform Forums

We have data imported periodically to a Scenario with the following setup - Retain next to True and everything set to Periodic inclusive of the data source and TR as shown below.  The account is an Expense type.  In the example - M4 is the only period with a value for this specific intersection, which we see in the Import data screenshot. The Cube View screenshot shows the periodic and YTD views wherein it appears that the periodic M5 value is reversed even though is no data loaded for that period.  Based upon my settings and the data presented here I did not expect to see the M5 reversal amount.  Does anyone have a suggestion as to why the value is reversing in the next period and how to resolve this so that this doesn't happen?        

Hi all What is the globals object good for we are seeing in all the business rules?    

I have seen a few posts related to this topic but have yet to find any concrete answers.     We are looking for a way to sum members when going to the base level with a where clause without seeing all base members.  For example, we would like to get a sum of all of our Value Added Products.  Our UD4 dimension lists our products and we stipulate whether they are Value Added or not by putting "VAS" on Text Field 1 of the base member within UD4.  Ideally, we could compare our Total Sales at a top level with our Value Added Sales without seeing each individual products.  We are looking to report on all of our Value Added Products without seeing each base member.  We have tried a few business rules and other suggested avenues but we are not seeing the results we had hoped for.  If anyone has any insights on this that would be greatly appreciated. 

Hi All,   Does anyone know of a formatting string that will allow us to edit the textcolor of writeable cells in a cube view? I could split out the columns so that we have locked and writeable cells seperately and then we edit the textcolor of all the rows, but what I am looking for is almost a "WriteableBackGroundColor = White", but for TextColor.   I tried using "WriteableTextColor" (a string I tried to derive), but it unfortunately doesn't do anything

I am building a data adapter utilizing the SQL command type. In my query, I reference the ConsId field. What database table can I join to for the Name/Description fields for the ConsId field on my primary table?  For example, I can join to the [Member] table on the [DimTypeId] and [MemberId] fields to return Name/Description fields of an entity or account, ect. I'm also looking for currency ID Name/Description, if that is held in a different location than ConsId. Example of my query: SELECT JLT.[ConsId] FROM [JournalLineItem] as JLT LEFT JOIN JLT.[ConsId] = [Tbl_Cons_DimensionData???] WHERE JLT.JournalID = 'ABC'

Hi all,    We have a simple copy calculation on a forecast scenario that copies in the actuals data for certain periods, defined in a text field. We've had it for years and it generally works fine with no issues. This quarter though, I'm having an odd issue. There are a handful of intersections that are copying only USD values, but not local values and I cannot for the life of me figure out why. ANY suggestions or thoughts on what to review would be helpful!    Here's the calc on the scenario for reference:  Text2 field is 3 (technically "Firstforecastmonth=3") on the scenario and I'm looking at M1. There are about five accounts (out of hundreds) that are off, but inconsistently so there's not one specific piece of master data that seems to be driving the issue. Exchange rates are loaded and the entity with the issues is a CAD local entity that's translated into USD. The part that's truly baffling is that it's only copying in the USD value - here's an example

Hey All,I'm trying to add a column (bar) chart on top of this line chart. But I want it to reference and add a dollar based stats account (e.g. Avg Fleet Total) bar chart. I noticed there is a way to add a second axis on the right - so wondering if I can have two charts on the same pane.  Appreciate the help folks. Thank you!  

Happy end of Ukraine war (hopefully)?? We have 9 Windows on-premise servers. 1) How do I know Which one is our OneStream app server, Data Management server etc? 2) I am running Parcel services which writes to OneStream's C:\OneStreamShare\Fileshare\Applications\Will that write to OneStream's application server or DM server?  Parcel services kicks off a Data management job that exports files/reports to that C:\OneStreamShare\Fileshare\Applications\ folder. Thanks for your help.

We currently use the XFR_MemberListRanked business rule (from Golf Stream) to rank items in our cube views.  We have a request to rank based on percentage.  I'm curious if anyone has a solution for this or has done this in their application.   

I have created an extender BR to load from a  xlsx file with xft named range into a custom table. The file is in the OS cloud fileshare in a specific folder. I am 100% sure the file is set up correctly and the path is not an issue, however I still keep getting an error when running the BR from data management that file is invalid or missing. Can someone please help.  Below is the BR . What am i missing   Dim fileName As String = "XFD_Plan1.xlsx" '<-- Enter name of Excel fileDim filePath As String = "Applications\OneStreamDevelopment\Batch\Harvest\" '<-- Enter path to Excel file'Note: dbLocation, TableName, LoadMethod & Field names defined in header of each excel "xft" range.BRApi.Utilities.LoadCustomTableUsingExcel(si, SourceDataOriginTypes.FromFileShare, filePath & fileName, Nothing)

Hi All - I'm trying to understand why this would occur. I had loaded some prior year data, but somehow one of the month is showing negative numbers. I tried to consolidate but it wouldn't change. Wondering what I need to do to fix this?  

Hello, Apologies if this seems like a rather basic question but I couldn't see anything in the Golfstream app. Is there a standard business rule I can take which copies data from one POV into another and modify it so I can effectively combining two base entities into one?  Thanks, Oliver

What is the best way to stop administers to see the PLP Register and plan tables from the system /database tab. We have added the access/maintenance  group for ancillary tables setting in the config file,  however that is only stopping getting the to the PLP register dashboard. However it is not stopping the following two items Admins being able to go to system/database and see the table dataIf I create a new dashboard with a data adapter and write a sql query on the register table, any user with access to the dashboard is able to see the salary data. What is the best practice for this. Also – if we use any additional custom tables to load additional comp related data , is there any way to provide security on those custom tables ? 

Hello,   I have a use case where I need to get data from siblings (or parents) for a dynamic calc. Entities A,B are part of the same parent EntityC. Cost1 / Entity A : 1000 Cost1 / Entity B : 500 Cost2 / Entity A : 2000 Cost2 / Entity B : 1000 The calculation of the KPI should be as follow for each entity : (0.5*Cost1 + Cost2) / ( 0.5*Cost1:EntityC + Cost1:EntityC). or : (0.5*Cost1 + Cost2) / ( 0.5*Cost1:EntityA+EntityB + Cost1:EntityA+EntityB). (it's the same really) Just to give more fun to it, this formula should be dynamic, as I have multiple entities and multiple parent...   I'm looking for a formula that would help me achieve this ?   Regards,

Where can I find attachments to posts (in community)? Happy Spring everyone!! How can I direct message to community Admin? Our community Admin gave an excellent hint on how to send email notification in link below: https://community.onestreamsoftware.com/t5/Office-Hours/With-respect-to-e-mail-notifications-in-Task-Manager-are-the-pre/ta-p/1453 He claimed to have attached  UTM_EmailLateTasksHelper Business Rule to his answer, but I don't see it.I would like to direct message him and request that he posts his business rule.Thanks.

Hi,We have created one Cube view with using "True (but determine sparse rows using other columns)" option under Allow Sparse Row Suppression in Column level and gave "True" under Allow Sparse Row suppress in Cube View properties level as we have used Nested members in Rows with Parent.Base member combinations in Member filter level. When we run the report, it suppresses the rows as per other column even though formula column is having data also. Ex: Cube view created with 2 columns1st column with Account12nd column with calculation GetDataCell(A#Account2 + A#Account3)Row is getting suppressed if Accout1 doesn’t have data even though Account3 is having data also. If we remove above suppression options report throwing an error as exceeding the rows limit since hierarchies are big. Could you please let me know if there any option we can use to show the data at 2nd column level in above scenario

Hi,  We have created a cube view report with nested dimensions in row. Our requirement is to add header for each dimension. Attached the screenshot for reference. Could you please let us  know how to add the header in this case. Thanks & Regards, Madesh K

Hello everyone -    As the title mentions. How do I grab a list of entity members which contains the word "district" within its name/description? 

Hi, We would like to have account instructions in one place like a manual on how each account in the Balance Sheet and Income Statement etc. should be used. Are there anyone that has tried to incorporate that into Onetream? Like below: All suggestions highly appreciated   

Happy Spring!!Silverlight no longer downloadable nor supported by Microsoft. However, when it is needed to run OS in IE 11 web browser.  How do I run OS in IE 11 web browser without silverlight? I'm on OS 6.1.1.  I am using OS windows app, but like to run OS in IE 11 web browser simultaneously

We are exporting batches of reports using "Parcel service" - each report is exported to a folder with "2022_March" in its name. At the beginning of April (and every month) I had to go into each report's path and manually change the path to "2022_April" of each output filename-report to reflect the new month.  I think the solution is to extract (export ) the Parcel reports parameters to XML file, change the paths manually, then re-import the new XML file. However, I exported all Dashboards and application - I was not able to find Parcel report parameters.Any idea where to extract them?We Clicked on System> Environment under the Tools menu. - Click on an App Server within the Application Server Sets menu. -On the Configuration tab, there is an entry for FileShareRootFolder; but that's not where the path is defined. 

Hosted by Azure/Managed by OS, so never spent anytime learning how to monitor our environment other than at the very high level (System-Environment-Refresh). Hoping someone can point me in the right direction.  Really looking to see how long Excel queries take, steps within consolidations and just general overhead.  I seem to remember something provided within Azure to monitor but not sure if that is still around or not.  We are heavy for 8 days and adding more functionality so need to make sure we can still run acceptable during that time.

Hi,Is it possible to extract one dimension member instead of total dimension members from one environment and load the same into another environment? Regards,Madesh K

Originally posted by Ashok AmreshWe are loading data using SQL connector business rule and it works fine manually. looking for a way to load it automatically using a extender business rule and then calling from DM step. has any one done this? can you share sample code if possible?

How can I import data for multiple time period all in one go? I was told that its possible. But wondering what settings do I need to change in order to do that.I tried using "Replace All Time" but the Time is set to "Current".  I'm uploading a excel base file. Any guidance on this will be appreciated.